Connect Membrain and Clio
Integrate Membrain with Clio to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Task in Clio when New Activity Created in Membrain
Update Person Contact in Clio when New Activity Created in Membrain
Create Matter Note in Clio when New Activity Created in Membrain
Create Company Contact in Clio when New Activity Created in Membrain
Create Calendar Entry in Clio when New Activity Created in Membrain
Popular Membrain + Clio flows
Start from a real workflow other teams are already running.
Choose a trigger
Membrain
When this happens...
New Activity Created
New Sales Project Created
Contact Is Updated
Company Is Updated
Opportunity Is Updated
Choose an action
Clio
Automatically do this!
Create or Update Task
Update Person Contact
Create Matter Note
Create Company Contact
Create Calendar Entry
Create New Folder
Find Or Create Matter
Create Contact
Create Matter
Update Matter
Create Time Entry
Update Company Contact
Create Expense Entry
Create Communication
Find or Create Person Contact
Create Task Template List
List All Communications
List Documents
List Matters
List All Tasks
List All Users
List All Groups
Find Clients for Matter
Create Reminder
Create or Update Task in Clio when New Activity Created in Membrain
Use this flowUpdate Person Contact in Clio when New Activity Created in Membrain
Use this flowCreate Matter Note in Clio when New Activity Created in Membrain
Use this flowCreate Company Contact in Clio when New Activity Created in Membrain
Use this flowCreate Calendar Entry in Clio when New Activity Created in Membrain
Use this flowCreate New Folder in Clio when New Activity Created in Membrain
Use this flowFind Or Create Matter in Clio when New Activity Created in Membrain
Use this flowCreate Contact in Clio when New Activity Created in Membrain
Use this flowCreate Matter in Clio when New Activity Created in Membrain
Use this flowUpdate Matter in Clio when New Activity Created in Membrain
Use this flowSupported Triggers & Actions
Everything you can automate between Membrain and Clio.
When this happensTriggers
A trigger is an event that starts a workflow.
New Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company is updated
Opportunity Is Updated
Runs when Opportunity Is Updated
New Matter Created
Runs when a new matter is created in Clio.
Do thisActions
Action is the task that follows automatically within your Membrain integrations.
Create Company
Creates a new company in Membrain.
Create Contact
Add a new contact in Membrain with the details you provide.
Create Prospect
Creates a new prospect in Membrain.
Create Activity
Creates a new activity (appointment, task, note, or call) in Membrain and links it to the selected people or company.
Create Sales Opportunity
Creates a new sales opportunity in Membrain, links it to a company and sales process, assigns an owner, and sets optional details like value, dates, and custom fields.
Create or Update Task
Creates a new task or updates an existing task.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn more
About Clio
Clio provides comprehensive cloud-based legal practice management software, streamlining operations for law firms and legal practitioners.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Membrain and Clio accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Membrain and Clio as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clio. No coding required.
Yes. You can set up a workflow where Membrain triggers actions in Clio, and a separate workflow where Clio triggers actions in Membrain. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Membrain and Clio. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Membrain and Clio integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
